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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,218 | $127,387-95.1% | $115,038-94.6% | $125,389-95.0% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | 73.49% | 31.28%+42.2pp | 26.14%+47.3pp | 282.24%-208.8pp |
| Employer contribution / active EE | $1,150 | $5,166-77.7% | $4,608-75.0% | $4,866-76.4% |
| Participant deferral / active EE | $1,330 | $6,423-79.3% | $6,026-77.9% | $5,352-75.2% |
| Admin fee / account holder | $32 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |